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5/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:46
| Rating | |
| Fund name |
ETHICA FUND |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
5.06% |
| Number of members |
1658 |
| Date fund started |
2008-03-31 |
| Fund type |
Balanced |
| Estimated annual fees |
0.7% |
| NZ invested Assets |
25.09% |
| Total value of fund |
$58 997 242 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
8% |
| Growth Assets |
60% |
| Bonds |
32% |
| Investments |
Designed for investors that want a balance between stability of returns and growth of their investment over the long term. Provides exposure to a diverse selection of global companies and income assets that align with our Responsible Investment Policy. We exclude assets that do not meet our socially responsible investment standards, and increase or decrease exposure to companies based on their environmental, social and governance (ESG) factors. |
